Marks Group Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,746
| Closed | -$326K | – | 308 |
|
|
2021
Q4 | $326K | Sell |
2,746
-85
| -3% | -$10.1K | 0.04% | 266 |
|
|
2021
Q3 | $416K | Sell |
2,831
-507
| -15% | -$74.5K | 0.06% | 214 |
|
|
2021
Q2 | $757K | Buy |
3,338
+274
| +9% | +$62.1K | 0.1% | 155 |
|
|
2021
Q1 | $694K | Buy |
3,064
+706
| +30% | +$160K | 0.1% | 157 |
|
|
2020
Q4 | $548K | Sell |
2,358
-20
| -0.8% | -$4.65K | 0.09% | 169 |
|
|
2020
Q3 | $699K | Buy |
2,378
+95
| +4% | +$27.9K | 0.13% | 150 |
|
|
2020
Q2 | $492K | Buy |
2,283
+433
| +23% | +$93.3K | 0.1% | 163 |
|
|
2020
Q1 | $360K | Buy |
1,850
+401
| +28% | +$78K | 0.09% | 168 |
|
|
2019
Q4 | $307K | Buy |
+1,449
| New | +$307K | 0.06% | 198 |
|